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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Richard Jeffreys (CRD# 2338313) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kingston, NY and has over 30 years of experience in the finance industry. Richard Jeffreys has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Johnson (CRD# 1022780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 42 years of experience in the finance industry.
Dorothy Kaiser (CRD# 1139492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Poughkeepsie, NY and has over 20 years of experience in the finance industry.
Mark Kalish (CRD# 1175525) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 31 years of experience in the finance industry. Mark Kalish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Keller (CRD# 6269897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 10 years of experience in the finance industry.
Scott Kendrick (CRD# 4041431) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NY and has over 23 years of experience in the finance industry.
Michael Kirtio (CRD# 2217197) is an Investment Advisor Representative working at Wells Fargo Advisors in Poughkeepsie, NY and has over 32 years of experience in the finance industry.
William Krivicich (CRD# 2059402) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 25 years of experience in the finance industry.
Augusto La Torre (CRD# 2242554) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newburgh, NY and has over 31 years of experience in the finance industry.